Insight Enter SEC Filings

Insight Enterprises (NSIT) reported Q3 2025 results with total net sales of $2,003,845,000, down modestly year over year. Services revenue rose to $426,073,000 while product sales declined, keeping gross profit essentially flat at $434,195,000. Earnings from operations were $93,067,000. Net earnings were $50,947,000 and diluted EPS was $1.62.

Liquidity improved as cash and cash equivalents reached $547,017,000. Debt increased with ABL borrowings of $899,804,000 outstanding and total long-term debt of $1,392,626,000, reflecting settlement of convertible notes and warrant transactions earlier in the year. The company repurchased 600,727 shares in the quarter for approximately $75,000,000 and recorded a $12,588,000 impairment on a Santa Monica property. After quarter-end, Insight acquired Inspire11 for approximately $212,000,000 upfront, with up to an additional $66,000,000 in earnouts, to deepen advisory, data and AI capabilities.

Insight Enterprises announced that President and CEO Joyce Mullen intends to retire, effective when the Board elects her successor. The transition stems from ongoing succession planning that began earlier this year, with the change currently expected in the first quarter of 2026.

The Board has engaged an executive search firm to evaluate external candidates. To support continuity, Ms. Mullen will serve as an advisor after stepping down as CEO, and the Company expects to amend her Executive Employment Agreement to reflect the advisory role.

Insight Enterprises (NSIT) furnished an update on performance by announcing its results of operations for the third quarter ended September 30, 2025. The company disclosed that a press release and an investor presentation accompany this update as Exhibits 99.1 and 99.2.

The information is being furnished under Item 2.02 and, as stated, is not deemed “filed” under Section 18 of the Exchange Act, nor incorporated by reference into Securities Act or Exchange Act filings unless specifically referenced.

ValueAct affiliates disclosed beneficial ownership of 2,101,739 shares of Insight Enterprises, Inc. common stock, representing approximately 6.7% of the company's outstanding shares based on 31,470,776 shares reported as of July 25, 2025. The disclosure appears in Amendment No. 11 to a Schedule 13D and attributes shared voting and dispositive power across a group of related entities including ValueAct Capital Master Fund, L.P., VA Partners I, LLC and several ValueAct management and holdings entities. The filing states the source of funds as either "OO" or "WC" for the reporting persons and references an attached exhibit listing recent transactions. The statement is signed by Jason B. Breeding as authorized signatory on October 9, 2025.

ValueAct-affiliated entities report beneficial ownership of 2,481,739 shares of Insight Enterprises, Inc. common stock, representing approximately 7.9% of the issuer's outstanding common shares based on 31,470,776 shares outstanding. The filing attributes shared voting and dispositive power over these shares across a related group that includes ValueAct Capital Master Fund, VA Partners I, ValueAct Management entities and affiliated holding companies. The disclosure incorporates prior Schedule 13D information and references an exhibit listing recent transactions in the issuer's securities.

Insight Enterprises, Inc. (NSIT) reporting person Thomas Reichert, a company director, received a grant of 218 restricted stock units (RSUs) on August 30, 2024 that vest in three equal annual installments beginning August 30, 2025. The Form 4 filing dated August 30, 2025 shows the reporting transaction code M (conversion/settlement of derivative to underlying shares) and records 218 shares of common stock beneficially owned following the reported transaction. The RSUs convert one-for-one into common shares and carry a reported price of $0.00 per unit in the filing.

Janet Foutty, a director of Insight Enterprises, Inc. (NSIT), was granted 218 restricted stock units (RSUs) on 08/30/2025, representing a contingent right to receive one share of common stock per unit. The filing shows 218 RSUs were acquired with a reported price of $0, and after the transaction she beneficially owns 218 RSUs and 434 shares of common stock indirectly by trust. The RSUs were originally granted on 08/30/2024 and vest in three equal annual installments beginning 08/30/2025.

Capital World Investors reported beneficial ownership of 1,727,277 shares of Insight Enterprises, representing 5.4% of the 31,928,216 shares the filing states are outstanding. The filing is submitted on Schedule 13G (Amendment No. 2) and lists the reporting person as Type IA (investment adviser). It states that CWI has sole voting and sole dispositive power over all 1,727,277 shares and that there is no shared voting or dispositive power.

The filing identifies Capital World Investors as a division of Capital Research and Management Company and related investment management subsidiaries and affiliates. Item responses in the filing show Items 6 through 9 marked Not Applicable, and the filing includes a certification that the securities are held in the ordinary course of business and not for the purpose of changing or influencing control.